Casey A. Christianson ,
CFP®, ChFC®, CRPC®
Casey has been involved in the financial services industry since 2015, when he joined Savant as a financial planning intern. During his internship he worked alongside Savant’s financial planning, investment research, and advisory teams, aiding in the creation of investment analyses, writing 401(k) prescriptions, and constructing net worth statements. Before transitioning to his current role, Casey completed Savant’s Advisor Training Program, an in-depth program that allowed him to gain broad exposure to the foundational areas of Savant. Prior to rejoining Savant, he worked in the retail and mortgage areas of a community bank in Lexington, KY.
Casey earned a bachelor of arts degree in business/economics from Wheaton College, graduating with magna cum laude honors. He is co-chairman of Illinois Stateline Young Life and serves in the worship ministry at Heartland Community Church in Rockford. Born and raised in Rockford, Casey enjoys golfing at local courses, visiting local forest preserves, running wherever he can find a trail, and spending time with his wife Mallory and their daughter Mabel.
I don't believe financial goals should define our lives. Rather, money is a valuable tool that supports the broader purpose we envision for our lives. I love to help clients articulate a purpose for their lives and discern how finances can play a role in achieving it.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.